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Inside benefits placement 2026: Insights for operations leaders

Benefits placement is breaking down. Here’s what ops leaders can do about it.

Ops leaders are constantly repeating the same refrain: "We need better systems." And they keep getting the same answer: "Just hire more people."

But more people can only do so much when volume, client expectations, and compliance requirements keep growing faster than any team can absorb—particularly when you've already wrung every last drop of efficiency out of your current process.

We surveyed brokers across every region, firm size, and brokerage model to show exactly where the manual work is piling up—and why no amount of hiring will fix it.

Use this data to benchmark where your team stands, and make the case for what needs to change.

Check out the full report

Key findings include

Every core quoting task—renewals, RFPs, negotiations, spreadsheeting, communications—takes 6+ hours on average, regardless of firm size or region
The three root causes driving the most avoidable work: renewal tracking, carrier miscommunication, and poor version control
Why brokers spend close to a full workweek (39 hours) per employer group just getting through the mechanics of placement
Did you know?

Between 51% and 75% of brokers experience carrier delays and miscommunications more than half the time — making it one of the single biggest drags on placement efficiency.

Want to see more?
Get the full report
Want to see more?
Get the full report